Investment adviser · CRD 155312
DESCHUTES INVESTMENT CONSULTING, LLC
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $2.89B Form ADV · Item 5.F
- Client accounts
- 498 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 82 | $2,206,543,877 | 76.4% |
| High-net-worth individuals | 153 | $403,070,415 | 14.0% |
| Corporations & businesses | 8 | $100,522,810 | 3.5% |
| Government entities | Fewer than 5 | $83,737,487 | 2.9% |
| Individuals | 250 | $77,336,690 | 2.7% |
| Insurance companies | Fewer than 5 | $11,204,723 | 0.4% |
| Charities | Fewer than 5 | $5,714,795 | 0.2% |
Filing source
Form ADV 2047860 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
200 SW MARKET STREET, SUITE 550PORTLAND, OR, 97201, United States
CRD 155312
Filing source
Form ADV 2047860 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.